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Jan 15, 2013
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i think it gets -- dan's point of not being enough demolished malls. i wouldn't be short just because -- i mean, i've gotten it wrong every which way, i just can't play in the -- >> all right. >> leave it to jeff gordan. >> on deck, what does buying some bullish bets in a major bank do to reports this week? much more "fast" straight ahead. >>> welcome back to "fast money." morgan stanley is reporting easte earnings this week and mike, you noticed interesting activity. >> we saw substantial bullish activity in the options markets. if you look at the 19, 20, and 20 1/2 strikes and puts, most active were the 20 1/2 thats expire on friday. 20,000 of those traded at a price of 35 cents. bullish bets that the stock would be above $20.85 by friday expiration, up 2 1/2% from where it closed. this is a big change in sentiment from where the open interest was because before now, puts outweighed calls. >> all right. and more options action every friday at 5:00. let's play the good, the bad and the ugly, starring guy adami. let's go with the good. guy was looking
i think it gets -- dan's point of not being enough demolished malls. i wouldn't be short just because -- i mean, i've gotten it wrong every which way, i just can't play in the -- >> all right. >> leave it to jeff gordan. >> on deck, what does buying some bullish bets in a major bank do to reports this week? much more "fast" straight ahead. >>> welcome back to "fast money." morgan stanley is reporting easte earnings this week and mike, you noticed...
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Jan 18, 2013
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just ask our next guest, dan rosenswe rosensweig. a full-service operation for students, matches them with colleges, scholarships and advisers that have ambitions to be the go-to network for college students. what was wrong with just representing textbooks, dan? why this move into a broader context, a platform that you're creating? >> it's a very good question. it's a much bigger opportunity. i think when we took over the business three years ago, it was clear that print textbooks in the rental model wouldn't be around forever. the world increasingly goes digital and students would be using many more education resources, and using textbooks and new technologies that come out. it's about nobody up to this point has focused on putting the student first. so chegg has taken the position that our goal is to give the students what they need, our mission is to save them time, save them money, get them smarter. the education process is really difficult. it's really fragmented. i have two daughters, rachel and samantha, and one went through t
just ask our next guest, dan rosenswe rosensweig. a full-service operation for students, matches them with colleges, scholarships and advisers that have ambitions to be the go-to network for college students. what was wrong with just representing textbooks, dan? why this move into a broader context, a platform that you're creating? >> it's a very good question. it's a much bigger opportunity. i think when we took over the business three years ago, it was clear that print textbooks in the...
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Jan 15, 2013
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joining us is our private ek wit at the expert from boston dan. >> good morning. >> so this would be a huge, huge 20 plus billion dollar transaction. do you think it can actually happen in this environment? >> no, i don't. now, never say never. stranger things have happened. you've got pension funds, maybe a big sovereign wealth fund comes in. but you'd have to be talking about gst 23 billion, maybe $25 billion deal altogether and i know that dell's got a lot of cash on the books that can kind of help take some of the risk off for the bankers who would have to provide the leveraged financing here. but not enough. a lot of that cash is held overseas so you'd have the big tax implication. it seems a little too big. i talked to a private equity investor yesterday not at tpg or silver lake and he said this is a real, real stretch to get done. >> we're talking about a market cap somewhere in terms of, with a premium in success of sst 20 billion. i don't know what number you want to put on that. you have about $11 billion that you said in cash, but you've got to bring some of that and repa
joining us is our private ek wit at the expert from boston dan. >> good morning. >> so this would be a huge, huge 20 plus billion dollar transaction. do you think it can actually happen in this environment? >> no, i don't. now, never say never. stranger things have happened. you've got pension funds, maybe a big sovereign wealth fund comes in. but you'd have to be talking about gst 23 billion, maybe $25 billion deal altogether and i know that dell's got a lot of cash on the...
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Jan 16, 2013
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how dan they get the white house back and the u.s. senate back. i'm going to talk about conservative principles. what we need to do. is take this to the american people and showcase successes all over our country. you have 25 states now that are doing thing that is are working for their citizens. states like michigan that are passing freedom to work. we see conservative principles worki ining everywhere and we w to do everything that we can to bring that to light. i think that is the only way we are going to win more national elections if people see that these ideas are working. where do you think the republican party lost out on conservative principles. what do they miss and what are you going to advocate at heritage? >> in 2010, you see the conservative grass roots a activists got involved. they retook the house and it had little to do with the republican party and it had everything to do with the grass roots activists speaking out. in 2012 it was the republican election and the grass roots were gone. they weren't embraced by the establishment.
how dan they get the white house back and the u.s. senate back. i'm going to talk about conservative principles. what we need to do. is take this to the american people and showcase successes all over our country. you have 25 states now that are doing thing that is are working for their citizens. states like michigan that are passing freedom to work. we see conservative principles worki ining everywhere and we w to do everything that we can to bring that to light. i think that is the only way...
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Jan 17, 2013
01/13
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. >> our friend dan dicker saying this is a must buy. holly frontier has been returning so much to shareholders. these companies are a big beneficiary of the glut of domestic oil versus what we can charge, you know at the pump. the united states oil is so cheap. >>> a couple incongruities today. at yet the dow is positive. you made the point about the macro being positive. >> we are in a rising tide situation. you know, we're supposed to -- if you listen to anyone on how america is doing, i mean, you really think we must be doing terrible. we have higher payroll tax, a gridlock in washington, but the actual job growth is very out of sync, and it almost says like, listen, we got rid of this, let's start hiring. we may be looking at this debt ceiling, and i'm going to invoke shakespeare, the bard, that this may be much ado about nothing. i'm going there. right here. >> right now? the cliff is -- >> don't you love -- you know, when i first heard, i thought what a great title, i said no, moran, take the shakespeare course first the it's goin
. >> our friend dan dicker saying this is a must buy. holly frontier has been returning so much to shareholders. these companies are a big beneficiary of the glut of domestic oil versus what we can charge, you know at the pump. the united states oil is so cheap. >>> a couple incongruities today. at yet the dow is positive. you made the point about the macro being positive. >> we are in a rising tide situation. you know, we're supposed to -- if you listen to anyone on how...
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Jan 14, 2013
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. >> thanks, dan. >> yes, good to see you. >> still an, but trade ahead on the program, we'll head out to troy for a sneak peek at automobiles. >> and as we has to break, the dow is looking to continue its rally. ♪ [ male announcer ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ or turn 30-million artifacts... ♪ into a high-tech masterpiece? ♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> welcome back to "worldwide exchange." i'm kelly evans. >> and i'm ross westgate. here are your headlines from around the globe. >> u.s. investors look for an encore after the s&p 500 reaches a fresh five-year high as the shanghai composite is up over 3% and foreign investments restrictions will be relaxed. >>> swatch group bought harry winston for $750 million. but u.p.s. walks away from a 5 billion euro deal from tnt. >> and generali unveiled a new major overhaul vowing to boost operating profits by 25%. not too much movement on futures since the last time we checked in. the dow was looking to add ab
. >> thanks, dan. >> yes, good to see you. >> still an, but trade ahead on the program, we'll head out to troy for a sneak peek at automobiles. >> and as we has to break, the dow is looking to continue its rally. ♪ [ male announcer ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ or turn 30-million artifacts... ♪ into a high-tech masterpiece? ♪ whatever your business challenge, dell has the technology and services to help...
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Jan 18, 2013
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and i think we're doing a lot of the things that -- the reason dan has come in the stock to the best of my knowledge is he believes the company is on turnaround and he was excited about it. we have -- our board since i joined the board three years ago and became ceo and chairman, we have had a turnover of 6 of our 14 directors. roy happens to be retiring this may, so we'll have 7 of 14 directors turn over in that three-year period. so, i think dan's interest and ours are greatly aligned. >> in the money you're having all your guys manage, would you strongly urge them to just lighten up on bonds, and go big in the stock market? >> i'm bullish on the market. i mean, but i've been bullish, joe, for about four or five months. >> four or five months. okay. 12, 13 years? >> no, no, no, the last four or five months. >> is it really bullish? new all-time highs? >> i think we can still move higher from here. let's look at the big macro. u.s. economy is recovering. the u.s. consumer has delevered, has got more confidence in the system. we're past the election. the u.s. economy is recovering. t
and i think we're doing a lot of the things that -- the reason dan has come in the stock to the best of my knowledge is he believes the company is on turnaround and he was excited about it. we have -- our board since i joined the board three years ago and became ceo and chairman, we have had a turnover of 6 of our 14 directors. roy happens to be retiring this may, so we'll have 7 of 14 directors turn over in that three-year period. so, i think dan's interest and ours are greatly aligned....